AIRS: Inclusions and Exclusions

AIRS: Inclusions and Exclusions 

Who’s in? And who’s out? These are the questions regularly asked of Resource Specialists who are responsible for the maintenance of human services databases in accordance with the AIRS Standards for Professional Information and Referral. This course provides insight into how to make those decisions. It also provides important background information for Information & Referral (I&R) managers and for everyone within the I&R field who needs a better understanding and appreciation of the composition of resource databases. The interactive course covers the challenges of deciding what human service organizations and programs should be included in a resource database and which should be excluded, taking into account the practical reality of balancing the community needs of the resource database with the means available to effectively maintain it. This course was written by AIRS staff member, Clive Jones, a former President of InformCanada, who is responsible for the AIRS Certification Program, in addition to assisting with training and standards development. It was adapted from material within The ABCs of I&R (copyright AIRS). AIRS is the nonprofit Alliance of Information and Referral Systems at


Hours: 1.00


Certificates provided by accrediting body (2 Match)

Georgia Paraprofessionals


Alliance of Information and Referral Systems Certificate of Completion


Course Details

Course Code: EL-IE-IR-AIRS
Hours: 1
Type: Online Course
Content Expiration Date: 6/30/2022
Learning Objectives:
Describe why an inclusion/exclusion policy is required.
Define the factors and sensitivities that are involved in making decisions about what to include and what to exclude.
Identify some of the services/programs/organizations whose inclusion or exclusion are frequently among the “most debated” within an I&R agency.

Section 1: Introduction
A. About This Course
B. Course Objectives
C. Introduction to Inclusion and Exclusion
Section 2: Inclusion and Exclusion Policies
Section 3: Advantages of a Policy
Section 4: Inclusion
Section 5: Exclusion
Section 6: The Gray Areas
Section 7: Managing an Inclusion/Exclusion Policy
Section 8: Let’s Review
Section 9: Summary
A. Summary
B. Take a Moment to Reflect on What You Learned
C. Congratulations

Instructor: Clive Jones, B.A.
Clive Jones is a consultant specializing in association management, standards development, and the operation of certification and accreditation programs. He is actively involved in the planning and implementation of 2-1-1 systems in Canada and the United States. With over 20 years of community services experience, Clive is the former Director of Operations for 2-1-1 Toronto and a past President of InformCanada. Before joining the non-profit sector, he worked as a news writer, corporate video producer, and editor for a legal publishing company. Clive has an Honours B.A. in Politics and History, and diplomas in Broadcast Journalism and Call Centre Management. Disclosure: Clive Jones, B.A. has declared that no conflict of interest, Relevant Financial Relationship or Relevant Non-Financial Relationship exists.
Target Audience:
The target audience for this course is: Entry, Intermediate level General Staff; in the following settings: All Healthcare Settings.
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Course Delivery Method and Format
Asynchronous/Online Distance Learning; please see certificate details for specifics on delivery format.
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